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16 results found

1. Add Contact Name to Notification Subject Line

   90 votes

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   12 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Joe B supported this idea  ·  Feb 11, 2021

2. Print Work Flow Template

   68 votes

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   4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Joe B supported this idea  ·  Jan 20, 2021

3. Beneficiary Report

   107 votes

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   11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Joe B supported this idea  ·  Jan 20, 2021

4. Add Clients by Region Mapping/Reporting

   225 votes

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   20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Joe B supported this idea  ·  Jan 20, 2021

5. Automatically Create and Email Reports to User in Recurring Schedule

   71 votes

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   12 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Joe B supported this idea  ·  Jan 20, 2021

6. Age Based Triggers

   886 votes

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   27 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Joe B supported this idea  ·  Jan 20, 2021

7. Bulk Reassign Workflow Task

   118 votes

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   4 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Joe B supported this idea  ·  Jan 4, 2021

8. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

   85 votes

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   8 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Joe B supported this idea  ·  Jan 4, 2021

9. Fluid Role Reassignment in workflows...

   24 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Joe B supported this idea  ·  Jan 4, 2021

10. Servicing Advisor = Advisor Role

    79 votes

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    4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    An error occurred while saving the comment
    Joe B commented  ·  Jan 4, 2021  ·  Delete…

    This is crucial and would save so much time!!

    Save Submitting...
    Joe B supported this idea  ·  Jan 4, 2021

11. Auto-Assign CSA Role Based on Advisor

    38 votes

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    1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

    This suggestion is remaining open and can continue to gather votes and comments!

    An error occurred while saving the comment
    Joe B commented  ·  Jan 4, 2021  ·  Delete…

    This is crucial and would save so much time.

    Save Submitting...
    Joe B supported this idea  ·  Jan 4, 2021

12. Automation Trigger Event: Client Age

    108 votes

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    3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Joe B supported this idea  ·  Jan 4, 2021

13. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes

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    14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Joe B supported this idea  ·  Jan 4, 2021

14. automation opportunity - Change stage updates contact status

    12 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    The suggestion may be planned, but there is no timeline on this feature being added.

    This suggestion is remaining open and can continue to gather votes and comments!

    Joe B supported this idea  ·  Jan 4, 2021

15. Add Opportunities as an Automation Trigger Event

    29 votes

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    1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

    This suggestion is remaining open and can continue to gather votes and comments!

    Joe B supported this idea  ·  Jan 4, 2021

16. Add documents to workflows!

    619 votes

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    32 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Joe B supported this idea  ·  Dec 28, 2020